Latest News & Analysis
stocks
Meta earnings: Early look at Muse adoption impresses investors
We see the company’s momentum in its core advertising business, as well as adoption of Muse, as early signals that the firm’s AI playbook is working.
stocks
Tesla earnings: Shares fall on slower deliveries growth outlook; Raising valuation
Our increased valuation comes from higher full self-driving adoption assumptions and a lower near- and medium-term capital expenditures forecast.
personal-finance
The State of the Australian Investor 2026
Data on how Australian retail investors think and act.
stocks
SpaceX is scaling AI infrastructure on earth, data centers in space might be next
Our view on the first results as a publicly traded company.
stocks
Investors too optimistic about overvalued ASX share
Upgraded first-half revenue guidance at the upper end of the previously announced range.
stocks
Chart of the Week: ASX tech valuations at three year lows
The valuation gap widens in Aussie tech.
markets
2026 is not 1999
The US market looks eerily similar to the dot-com era. One difference separates today’s boom from the dot-com bubble and it could determine what happens next.
stocks
A look into newly listed Glencore’s valuation
A new ASX heavyweight with coal, copper and trading exposure.
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